Estate Planning Attorneys in Durham, Chapel Hill, Raleigh, Cary, North Carolina

Helping Families Preserve Their Wealth During and After Their Lifetime

Thank you for visiting the Estate Planning Information Center for Durham, Chapel Hill, Raleigh, Cary, North Carolina, brought to you by Walker Lambe Rhudy Costley & Gill, PLLC. We are estate planning attorneys based in Durham, Chapel Hill, Raleigh, Cary, NCwhose mission is to provide residents of Durham, and surrounding areas with quality estate planning resources. When you visit or call our office, we want you to feel comfortable discussing such an important issue concerning both you and your family. We want to arm you with the information you need to make an informed decision about your family's future.

Estate Planning: Wills and Living Trusts

Through the use of Living Trusts, Wills (simple & complex), Powers of Attorney, Living Wills, Irrevocable Trusts, Family Limited Partnerships, and Charitable Gifting Strategies, our firm helps families preserve their wealth for future generations, minimize estate taxes, and avoid the expense and nightmare of probate.

Digital Estate Planning

If you are reading this page, then you almost certainly have a digital estate. And if you are like most people, you haven't done anything to plan for your "digital afterlife." Depending on the composition of your own digital estate, you could have intellectual property rights that need to be protected, real economic interests in the money sitting in an online seller account, or personal and sentimental information which your family may want to access or preserve in the event of your death. You may even have virtual currency or property which has actual economic value and should be accounted for in your estate plan. In the digital age, it is increasingly important to plan for the preservation or disposition of these non-traditional digital assets.

Legacy Planning

Legacy Planning is a more holistic approach to estate planning. We help clients preserve their financial wealth and their legacy, including their life stories and family heirlooms, for future generations. Our non-traditional planning methods include special provisions and protections in Living Trusts, Wills (simple & complex), Powers of Attorney, Living Wills, Irrevocable Trusts, Family Limited Partnerships, and Charitable Gifting Strategies. This planning also includes minimizing estate taxes, avoiding the expense and nightmare of probate, protecting against remarriage after death of the 1st spouse, and protecting beneficiaries from a possible future divorce.

Legacy Real Estate Trust

All of your children have wonderful memories of time spent at the family beach or mountain house. These well cared for properties have increased in value over the years and are the place of a lot of family memories. It makes sense for the family to continue to hold this property for generations. However, with each generation, the family is larger and more spread out. Will it always make sense to hold the property in the family? As the generations come and go, how does the family manage the use and care of these properties?

Family-Owned Businesses & Farms

Our law firm offers estate planning assistance for the unique needs of Family Businesses and Farms. We help clients preserve this important part of their legacy for future generations.

Estate Planning for the GLBT Community

We offer guidance and assistance to members of the GLBT Community on their unique estate planning needs. This includes assistance in setting up Living Trusts, and Health Care Directives.

Incapacity Planning

Our law firm helps clients create a plan to handle their affairs in the event of an incapacity before they pass away. This includes planning to avoid a Living Probate or Guardianship proceeding.

IRA & Retirement Planning

Our law firm has experience in the complex area of estate planning with IRAs and other retirement plans. We help ensure clients and their beneficiaries are protected by employing tax reduction techniques.

Elder Law & Medicaid Services

We help clients qualify for government medical benefits legally and ensure their estates are preserved for their families, instead of their nest egg being wiped out by high nursing home expenses.

Asset Protection & Business Planning

We help clients who are small business owners and those who are most susceptible to being sued by assisting with Lawsuit and Asset Protection. We also assist with Business Succession Planning and Small Business Planning. Some of the tools and strategies used are Family Limited Partnerships, Limited Liability Companies and Buy-Sell Agreements.

Special Needs Planning

We offer assistance to clients who have special needs family members by creating Special Needs Estate Plans. These tailored plans help them preserve government benefits while having their loved one cared for in all areas of their life: financial, educational and medical, and most importantly, their emotional and personal needs in the future.

Trust Administration & Probate

We help families who have experienced the loss of a loved one with the ensuing Probate or Trust Administration process.

Financial Planning

We help clients preserve their wealth and achieve their long-term financial goals. Our attorneys work closely with clients’ financial advisors to make sure their estate plan and their financial plan are coordinated and meet the clients goals.


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